Optimove - Integration Guide for Yotpo Loyalty & Referrals

      Optimove - Integration Guide for Yotpo Loyalty & Referrals

        Article Summary


        Loyalty & Referrals
        Supported plans

        Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, Salesforce Commerce Cloud, Adobe Commerce (Magento)

        Please note:
        • This integration is only available to Track&Trigger Optimove clients
        • The integration requires that you use email as a customer ID within Optimove
        • At this stage, the integration targets existing customers only (Not visitors)

        This integration allows clients to receive loyalty events from Yotpo in Optimove, allowing them to deliver real-time campaigns to their customers. The streamed events can also be used to enrich customer profiles in Optimove for segmentation and insight discovery. For example, clients can leverage Optimove’s AI orchestration to harmonize VIP tier campaigns with non-loyalty promotional campaigns.

        About Optimove

        Optimove, the leading CRM Marketing Platform, allows marketers to create and manage customer-led journeys, at scale. It’s CRM Journey mapping leverages AI to autonomously surface customer engagement opportunities, orchestrate self-optimizing journeys, and measure the incremental impact of campaigns.

        Integrating Yotpo and Optimove

        1. Get the Yotpo Loyalty endpoint - ask your Optimove CSM for the Yotpo Loyalty endpoint.
          Please note:
          You should receive a URL with a similar structure to the URL: https://server-<your tenant ID>.optimove.net/yotpo
        2. Place the Optimove endpoint in the Yotpo admin under Settings > General Settings> Webhook URL.
        3. Once done, 12 different events will be made available automatically on your Optimove site.
          Events list
          1. Coupon Earned
          2. Customer Birthday
          3. Customer Anniversary
          4. Points Reminder 
          5. Points Changed
          6. Points Earned
          7. Loyalty Opt In / Out
          8. Redemption Reminder
          9. Referral Completed
          10. VIP Tier Earned
          11. VIP Tier Lost
          12. VIP Tier Status Changed

          Check out the Optimove article for the events' description and JSON examples.

        1. Create triggers using the newly added Yotpo Events via the Manage Triggers page.
          Each event parameter will be available as a personalization tag to be leveraged in your templates.

          For example:

        Additional use cases examples can be found in Optimove's help center.

        Having issues with the integration?
        Contact Optimove support at support@optimove.com

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